Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Your Advisor
Steven Shirley
Owner/President
Steve is a retirement and investment planner who helps working people in Greater Houston get the professional advice they need to plan for a lifetime of financial security.
He’s someone who understands your concerns and speaks your language – and he can help get the job done.
Steve is a gifted communicator:
Many financial experts speak in a confusing financial jargon only they can relate to. Steve does the opposite. He explains things in everyday English – even complex investment concepts.
After a meeting with Steve, you walk out feeling better informed and more confident in how to plan your future.
Steven Shirley, is the Founder of The Steven Shirley Company. For the last two decades, Steve has been focused on innovative strategies for enhancing and accelerating the traditional investment landscape. He has developed several proprietary quantitative strategies that combine behavioral, fundamental and technical analysis for a truly holistic market view. Proficient in a variety of areas, Steve’s work across his company is diverse and broad-reaching. Steve oversees the development and maintenance of all asset allocation models for The Steven Shirley Company. The purpose of his strategies is to equip his clients to successfully mitigate risk while attempting to maximize value over the long term.